Worry-Free 401(k) Rollovers

401(k) Rollovers - the Pros and Cons

How a little knowledge can save you money, time and stress.

  • When NOT to roll your 401(k) over into an IRA.
  • How a trustee-to-trustee transfer is usually the best way to go.
  • Little-known restrictions on rollovers that could cost you money.

Presented by: Scott Hanson, CFP®, and Pat McClain, ChFC

Duration: 15 minutes

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